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Capital Group Fixed Income E shares owned by WNY Asset Management

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by WNY Asset Management from 13F filings

Historical chart of WNY Asset Management investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income E held by WNY Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Fixed Income E by WNY Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 141k 27.08
2023-09-30 $3.0M 118k 25.70

More positions owned by WNY Asset Management

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
T Rowe Price Etf Price Div Grwt (TDVG)
Select Sector Spdr Tr Energy (XLE)
Vanguard Index Fds Mid Cap Etf (VO)
Verizon Communications (VZ)

View all positions for WNY Asset Management

Top funds holding Capital Group Fixed Income E

Commonwealth Equity Services
UBS Group
Stifel Financial
Great Valley Advisor Group
Venturi Wealth Management
Advisor Group Holdings
Pillar Wealth Advisors
Cambridge Investment Research Advisors
Lincoln National
Private Advisor
Capital Planning
Wealth Enhancement Advisory Services
WNY Asset Management
Crumly & Associates
Wealthcare Advisory Partners

View all funds holding Capital Group Fixed Income E